+6,413.3%
BBY vs FDS
+9,090.7%
-2,677.4%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.3% | +3.3% | +0.6% |
| 7D | +8.1% | -5.4% | +13.5% | +10.2% |
| 30D | +8.9% | +1.6% | +7.4% | +8.0% |
| 3M | +22.0% | +17.7% | +4.3% | +13.2% |
| 6M | +37.8% | +29.1% | +8.8% | +21.9% |
| YTD | +37.3% | +1.0% | +36.3% | +32.0% |
| 1Y | +21.6% | -21.6% | +43.2% | +27.7% |
| 3Y | +41.5% | -30.1% | +71.6% | +53.7% |
| 5Y | +1.2% | -20.7% | +22.0% | +3.8% |
| 10Y | +237.8% | +78.3% | +159.5% | +151.4% |
| All | +6,413.3% | +9,090.7% | -2,677.4% | +1,296.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded FDS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling